Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 08-13-2024 | 06-30-2024 | 288 | 797,172,832 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVANTIS EMERGING MARKETS EQUITY ETF | ETF | 51 | $5,230,473 | 85,619 | 0.00 | 0.00 | 12,897 | 17.73 | 06-30-2024 |
| VANGUARD SHORT TERM INFL-PROTECTED | ETF | 52 | $5,161,545 | 106,336 | 0.00 | 0.00 | -415 | -0.39 | 06-30-2024 |
| SPDR S&P WORLD EX-US | ETF | 53 | $5,126,942 | 146,150 | 0.00 | 0.00 | 1,583 | 1.09 | 06-30-2024 |
| SPDR PORTFOLIO AGGREGATE BOND ETF | ETF | 54 | $5,097,636 | 203,174 | 0.00 | 0.00 | 6,055 | 3.07 | 06-30-2024 |
